Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them.” We thought you might enjoy this week’s article because it talks about five things to consider as you reflect on your retirement plans. Call us if you have any questions, we are always here to help.
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Our Company
James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
Utah Ins. Lic. #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic. #34228
California Ins. Lic. #4114966
Tennessee Ins. Lic. #832696
Nevada Ins. Lic. #42828
Texas Ins. Lic. #1003377
Green Line NW, LLC
Oregon Ins. Lic. #100293643
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2305 SE Washington St.
Suite 102
Milwaukie, OR 97222
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1025 NE Roberts Ave.
Suite A
Gresham, OR 97030
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Park Plaza West
10700 SW Beaverton Hillsdale Hwy. Bldg. #2, Suite #470-10
Beaverton, OR 97005
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4610 NE 77th Ave.
Suite 136
Vancouver, WA 98662
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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
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